Francesca Passen is a registered investment advisor at Hobbs Group Advisors LLC, based in Columbia, SC, with 4 years of industry experience. Francesca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 450 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Wealth Management fees. Fees negotiable for amounts over $10,000,000. Digital Investment Management fee is 0.85%. Traditional Investment Management fees range from 0.65% to 1.25%.
Fee Estimator
Location
1727 Laurel Street, Columbia, SC, 29201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hobbs Group Advisors LLC
State Registrations1 state
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